See below for the list of events. If you’d like to submit your upcoming event, please contact us for more information.
The American Association of Private Lenders (AAPL) Fund Manager designation bridges industry practices, investment theory along with ethical and professional standards to provide investment analysis and portfolio management skills. The intensive four-stage course, designed by industry veterans, will help you answer the questions, “Is a mortgage fund my next growth opportunity?”
AAPL’s Certified Fund Manager course topics include:
- Mortgage Pool Fundamentals – Vision & Execution
- How to Structure, Capitalize & Administer a Mortgage Pool Fund
- Creation and Launching of a Fund
- On-going Fund Administration
Registration includes a one-year individual membership to AAPL, CFM designation course, lunch, and parking at the Buckhead Club for only $799. Click here to register today!.
INSTRUCTOR: Kevin Kim, ESQ., Geraci Law Firm
Learn how to properly and legally structure and offer syndicated loan investments. Learn more about commonly used syndication methods along with more advanced structures to expand yield to your investors. Finally, learn how to do it in your home state, or on a national basis.
Join Kevin Kim, Esq. from Geraci LLP and BobbieLynn Berry from Vantage IRA for a straightforward discussion on a valuable capital source: IRAs. Our goal will be to demystify many of the logistical and compliance questions about IRAs.
This webinar will focus on a highly valued target investor class: Self Directed IRAs. We will discuss the logistics and compliance concerns in accepting IRA investors and discuss how to position yourself to access investment advisers and their respective IRA platforms.
When: January 23, 2018
Time: 11:00 AM PST
Cost: FREE
Hosted by: Kevin Kim, Esq.
Featuring: Bobbielynn Berry, Vantage IRA